Patty Scott is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior work includes roles at Merrill and Ohio National Financial Services. She is involved with Heart 4 Seniors, a nonprofit focused on raising awareness and services for disabled seniors. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, and businesses with financial planning and portfolio management services, offering both discretionary and non-discretionary investment programs.

Adrian Schau is a CFP® professional with over 15 years of experience, currently serving as an advisor at 1919 Investment Counsel, LLC. He has previously worked at Triad Advisors, Inc. and also acts as a consultant for MY529. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, and public entities. The firm emphasizes customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party managers, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Michael Prebles is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His work history includes multiple roles at Johnson Investment Counsel and Xavier University. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

Robert Plaza Jr. is a CFA® charterholder and holds a Series 66 license. He is currently with Fifth Third Wealth Advisors LLC and has two years of industry experience. His prior roles include positions at Aviva Investors and Key Bank. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often manages portfolios on a discretionary basis across multiple asset classes, utilizing both third-party managers and affiliated model strategies.

David Theobald is a CFA® charterholder with seven years of experience in the financial advisory industry. He has worked at Johnson Investment Counsel, Inc. since 2013, serving in Cincinnati, OH. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment process that combines bottom-up quantitative equity analysis with macro and micro fixed income strategies, and offers services such as discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Anthony Casnellie is a financial advisor at ON Investment Management Company with 24 years of industry experience. He holds the Series 66 designation and has been with The O.N. Equity Sales Company since 2002. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management through a combination of third-party programs and IAR-directed portfolios.

Barry Zimmer is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and having one year of industry experience. He has operated Zimmer Law Firm, LLC since 2014, providing legal services focused on estate planning, estate settlement, and Medicaid pre-planning. He is also affiliated with the American Academy of Estate Planning Attorneys as an attorney. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing both fundamental and technical analysis alongside multiple asset-allocation strategies.

Nathan Weidner is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Wealth Advisors since 2021, following six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Raymond Gettins is a financial advisor with United Advisor Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at several firms, including Cambridge Investment Research Advisors and Silver Oak Securities. He also hosts the financial industry podcast RIA Confidential. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering a range of investment management and financial planning services with a multi-disciplinary investment approach.

Melina Young is a financial advisor at Truepoint, Inc. in Cincinnati, OH, holding a Series 65 designation with five years of industry experience. She previously worked at Total Wealth Planning, LLC and Ridout Barrett, and has experience at the University of The Incarnate Word. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm uses an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and is distinguished by its integration with tax and administrative services and its employee-owned structure.

J. Fortin is a financial advisor at Creative Financial Designs, Inc. with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Creative Financial Designs since 2016. His prior experience includes operating Fortin Advisory from 2015 to 2017. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations and a range of risk objectives supported by third-party research and an Executive Investment Committee.

Steven Horton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He previously worked with Nationwide Securities Inc. and Nationwide Insurance for over 16 years and is currently affiliated with AuguStar Financial as an external wholesaler. ON Investment Management Company is a registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and manages client accounts through a combination of discretionary and non-discretionary advisory relationships.

Christopher Robbins is a CFA® charterholder with 10 years of industry experience. He has been with Bartlett & Co. Wealth Management LLC since 2012, serving in various capacities over that time. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, and it operates as an active, discretionary manager with access to external managers and private fund recommendations.

Evan Bihl is a financial advisor at ON Investment Management Company with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The O.N. Equity Sales Company since 2006. ON Investment Management Company is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to a range of third-party investment programs, serving both discretionary and non-discretionary client accounts.

Susan Fellman is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding a Series 66 credential and 21 years of industry experience. Her work history includes positions at Augustar Distributors, The O.N. Equity Sales Company, and U.S. Bancorp Investments. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and emphasizes a dual-registration model involving broker-dealer activities alongside advisory services.

Jarett Levitsky is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 63 designation with 22 years of industry experience. He has been with Johnson Investment Counsel since 2000. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering a range of services such as discretionary portfolio management, financial planning, pension consulting, and mutual fund advisory. The firm utilizes a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and provides both customized mandates and automated advisory programs.

Eric Shupe is a financial advisor with Capital Analysts in West Chester, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes nine years at Lincoln Investment, seven years at Legend Equities Corporation, and nine years at Valic Financial Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and in-house investment management utilizing a proprietary mutual fund screening process.

Kurtis Polacek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Redhawk Wealth Advisors, Inc. since 2018. He previously worked at John D. Dovich & Associates, LLC and Simply Money Advisors. Outside of his advisory role, he works as a client education analyst providing educational services to Altair Group clients. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm employs strategic and tactical asset allocation across multiple asset classes and supports multi-generational wealth needs through a combination of discretionary management and educational seminars.

Daniel Libstorff is a financial advisor at United Advisor Group with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Portfolio Advisors, Inc. and operated Libstorff Financial Group, LLC, including doing business as Sunset Wealth Management. Outside of advisory work, he is a co-owner of GMD Properties LLC, a company engaged in buying, rehabbing, and selling homes. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, using a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers.

Christopher Ginter is a CFA® charterholder with one year of experience in financial advising, currently with Fifth Third Wealth Advisors LLC. He has been affiliated with Fifth Third Bank since 2009. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis, utilizing third-party managers and affiliated model strategies.